Monteluna

@monteluna

334 Following

586 Followers

Monteluna pfp

I haven't posted about this in a while since I have been pretty much long spot, but the floatcoin /cryptobanking markets are starting to be deep in negative interest rate territory. I like using signals like @letsgethai just as a market gut feel check, even though it's low liquidity. What this is saying is too many people are in stables. Since the pairing of the floatcoin is dominated with ETH, as ETH rapidly goes up, the USD value of the stable goes up as well if no one rebalances the pool. Be careful of traps here but you're effectively getting paid to borrow at least in the short term. NFA dyor.

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Daniel Fernandes pfp

Daniel Fernandes

Did not expect Japan's GDP per capital to be lower than the European Union. But perhaps the fact that the Yen has nil inflation for a long time (until very recently) helps to lessen the blow. The Yen carry trade exists for a reason. https://x.com/SamoBurja/status/1859475332388225206

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xh3b4sd ↑ pfp

Are Information Markets considered DeFi?

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Jannik pfp

I'd say transaction ordering and sequencing are pretty close, but the latter also contains selecting what goes into a block at all. Preconfs are (hopefully accountable) promises by the sequencer to include a transaction in a future block.

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Monteluna pfp

I don't think this can happen since the convertible bonds basically don't care about stock price or BTC price. MSTRs stock could drop 50% tomorrow but he's selling to bond guys. They care about company revenue and profit. A hedge fund wants to try to short BTC or something? Good luck.

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matthewb.eth pfp

CT underexposed to BTC right now:

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shahine.eth pfp

Swing hard and deal with the consequences.

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Rainbow pfp

you can now claim your @velodrome Liquidity Rewards in-app with Claimables! we're adding another closely related Claimable later today, any guesses on what it might be? here's a hint: forget cars, we're going airborne ✈️

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Kieran Daniels 🎩 pfp

Kieran Daniels 🎩

i wanna hire this kid https://x.com/_PPMan_/status/1859303279026425993

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Ajit Tripathi pfp

I don't know who in e/acc needs to know this but the inventor of ethereum has done far more e/acc than the talkers of e/acc

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Ben - [C/x] pfp

This is a disheartening development for DAOs. At the same time it’s encouraging to know that ~18 months ago @purple members had the foresight to anticipate it and adapt accordingly. 💪 🟪 https://x.com/milesjennings/status/1858720755523219932?s=46

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↑langchain 🎩 pfp

↑langchain 🎩

They're doing Blast, but getting you to switch wallets.

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Monteluna pfp

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CryptoTaxGuy 🎩 pfp

CryptoTaxGuy 🎩

@cryptotaxguy.eth

On Monday, a court in the Northern District of California denied a motion to dismiss a lawsuit against LidoDAO that asserted some or all LDO governance tokenholders are jointly and severally liable for the DAO's actions. I've provided some preliminary (largely stream-of-consciousness) thoughts on the decision here. https://paragraph.xyz/@cryptotaxguy.eth/some-thoughts-on-the-lido-decision

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Monteluna pfp

Not entirely sure why Treasury Secretary is a goal for the crypto community. At the end of the day they are tasked with managing liquidity of bills+bonds, so naturally they should hate crypto. No CEO would market and sell another stock asset since they want you to buy their stocks. Couple this with FATF and other NatSec goals like trying to stop financing to states that are enemies of the West, I wouldn't expect any Treasury Secretary to ever be pro crypto while in the seat.

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Laura Shin pfp

Is potential Treasury Secretary pick Kevin Warsh pro or anti-crypto? His investments and op-eds tell a complicated story. 🤔 https://unchainedcrypto.com/treasury-secretary-contender-kevin-warsh-was-an-early-investor-in-crypto-startups/

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Velodrome pfp

Yield-Bearing Asset Incentive Matching 🚴‍♂️ We’re matching 20% of weekly voting incentives with a total of 10,000 OP. Got a YBA pool and want to participate? Learn more and join the campaign below. 👇 https://x.com/VelodromeFi/status/1852570734004162616

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kugusha 🦋 pfp

I think about this often. All the data is verified and timestamped onchain. All transactions represent certain actions. When the dataset is large enough, anyone would be able to prove that event X happened on the day Y and the outcome was Z. privacy meta strengthens this thesis.

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Monteluna pfp

Energy channel soon.

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